CIK 1455495
IMA Advisory Services, Inc.
Institutional 13F holdings & portfolio
Holdings
1,008
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 1,008
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PABD | ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI WORLD EX USA ETF | 7K | $100K–$500K | SH |
| RPV | INVESCO S&P 500 PURE VALUE ETF | 4K | $100K–$500K | SH |
| AOA | ISHARES TR S&P AGGRESSIVE ALLOCATION FD | 5K | $100K–$500K | SH |
| HD | The Home Depot Inc | 1K | $100K–$500K | SH |
| TGT | Target Corp | 4K | $100K–$500K | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 3K | $100K–$500K | SH |
| IJH | ISHARES CORE S&P MID CAP ETF | 11K | $100K–$500K | SH |
| IWF | iShares Russell 1000 Growth ETF | 784 | $100K–$500K | SH |
| BMY | Bristol-Myers Squibb Company | 7K | $100K–$500K | SH |
| GLD | SPDR Gold Shares | 925 | $100K–$500K | SH |
| ILMN | Illumina Inc | 3K | $100K–$500K | SH |
| TXN | Texas Instruments Inc | 2K | $100K–$500K | SH |
| RSPF | Invesco S&P 500 Equal Weight Fincl ETF | 4K | $100K–$500K | SH |
| VB | VANGUARD SMALL CAP ETF | 1K | $100K–$500K | SH |
| AXP | American Express Co | 758 | $100K–$500K | SH |
| NET | Cloudflare Inc | 1K | $100K–$500K | SH |
| IRM | Iron Mountain Inc | 3K | $100K–$500K | SH |
| EXPE | Expedia Inc | 874 | $100K–$500K | SH |
| LECO | Lincoln Electric Holdings Inc | 1K | $100K–$500K | SH |
| NACP | TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF | 5K | $100K–$500K | SH |
| ORCL | Oracle Corp | 1K | $100K–$500K | SH |
| COST | Costco Wholesale Corp | 280 | $100K–$500K | SH |
| ABT | Abbott Laboratories | 2K | $100K–$500K | SH |
| G | Genpact Ltd | 5K | $100K–$500K | SH |
| RAL | Ralliant Corp | 4K | $100K–$500K | SH |
| BSJU | Invesco BulletShares 2030 HY Corp Bd ETF | 8K | $100K–$500K | SH |
| BSJV | Invesco BulletShares 2031 HY Corp Bd ETF | 8K | $100K–$500K | SH |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF | 10K | $100K–$500K | SH |
| HYMB | SPDR Nuveen Blmbg Hi Yld Muncpl Bd ETF | 8K | $100K–$500K | SH |
| VTEB | Vanguard Tax-Exempt Bond ETF | 4K | $100K–$500K | SH |
| CAH | Cardinal Health Inc | 946 | $100K–$500K | SH |
| CHSCM | CHS Inc | 7K | $100K–$500K | SH |
| UBER | Uber Technologies Inc | 2K | $100K–$500K | SH |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 2K | $100K–$500K | SH |
| CHSCL | CHS Inc | 6K | $100K–$500K | SH |
| LLY | Eli Lilly and Co | 144 | $100K–$500K | SH |
| AOM | ISHARES TR S&P MODERATE ALLOCATION FD | 3K | $100K–$500K | SH |
| VTRS | Viatris Inc | 12K | $100K–$500K | SH |
| BX | Blackstone Inc | 979 | $100K–$500K | SH |
| APD | Air Products & Chemicals Inc | 562 | $100K–$500K | SH |
| GOOGL | Alphabet Inc A | 419 | $100K–$500K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 1K | $100K–$500K | SH |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | 6K | $100K–$500K | SH |
| SCHW | Charles Schwab Corp | 1K | $100K–$500K | SH |
| AOK | ISHARES TR S&P CONSERVATIVE ALLOCATION FD | 3K | $100K–$500K | SH |
| RGEN | Repligen Corp | 730 | $100K–$500K | SH |
| DAL | Delta Air Lines Inc | 2K | $100K–$500K | SH |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 3K | $100K–$500K | SH |
| MUB | iShares National Muni Bond ETF | 1K | $100K–$500K | SH |
| GH | Guardant Health Inc COM USD0.00001 | 1K | $100K–$500K | SH |